Patty Hammond, CFP®

Vice President, Compliance; Carter Financial Management

Professional

Patty is an award-winning financial planner, serving as a “financial coach” to clients who have experienced significant life changes, such as the loss of a spouse, retirement, or divorce. As a former educator, she brings a passion for teaching and communication simplicity to the practice.

Working with her clients and their other professional advisors, Patty helps individuals draw on their values to form investment goals and priorities, cash flow objectives, and important estate decisions. She then assists with the assessment, planning, implementation, and monitoring of financial targets to help turn goals into realities.

Service

Demonstrating a career-long commitment to furthering the practice of financial planning, Patty formerly served as president of the DFW Society of the Institute of Certified Financial Planners (ICFP) and the Dallas Chapter of the International Association for Financial Planning (IAFP). She has also served on IAFP’s National Ethics Committee, the board of the Raymond James National Network for Women Advisors and the philanthropy committee of the Richardson Women’s Club.

Patty was a long-time adjunct professor at Brookhaven College, where she taught the Certified Financial Planner™ curriculum to aspiring CFP® certificants. Brookhaven College has honored her as one of their outstanding professors, and she is sought-out by many local organizations to speak on financial planning.

Awards

Patty has been named one of D Magazine’s “Best Financial Planners in Dallas”1 every year since 2012.

Education

Patty is a summa cum laude graduate from the University of Tulsa with a bachelor’s degree in math and science education.

Personal

Patty is an active member of the Richardson, Texas community where she and her husband Bill raised their 3 children. She enjoys travel and precious moments with her grandchildren.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

D Magazine asks every wealth management firm and team in the Dallas-Fort Worth chapters of the Financial Planning Association® and the Investment Management Consultants Association® to tell them about their practice. The final list is selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; a 95 percent client retention rate in the last two years; no current disciplinary action; and at least five years of experience. They must also be a fiduciary for their clients, and their compensation model cannot be commission-based. A panel of esteemed local wealth managers reviews the final list. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the list. Inclusion on the list is no guarantee as to future investment success. Raymond James is not affiliated with D Magazine. The inclusion of a financial advisor or practice on the list should not be construed as an endorsement of the financial advisory practice by the D Magazine. Raymond James is not affiliated with any of the above-mentioned organizations.

Raymond James is not affiliated with the organizations listed.